Living trusts allow people to enjoy their assets while you’re alive but still plan for what happens to them after you pass away. When you’re setting up your estate plan, one of the first choices you’ll make is whether to have a will-based plan or a trust-based plan. If you decide on a trust-based plan,ContinueContinue reading “How Do Assets Pass Into a Trust?”
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Naming Alternate Beneficiaries: A Simple Step with Big Implications
The way we plan for the future can have profound effects on our loved ones. When it comes to estate planning, one essential but often overlooked step is naming alternative beneficiaries on your financial accounts, such as your 401k, TSP, or investment, and bank accounts. Naming alternative beneficiaries when you work with an estate attorneyContinueContinue reading “Naming Alternate Beneficiaries: A Simple Step with Big Implications”